# Oasis Wealth Planning Advisors

> Oasis Wealth Planning Advisors is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 285474
- Filed as: OASIS WEALTH PLANNING ADVISORS
- Legal name: Oasis Wealth Planning Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285474
- AdvisorCensus page: https://advisorcensus.com/firm/oasis-wealth-planning-advisors-285474

## Quick answers

**How is Oasis Wealth Planning Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Oasis Wealth Planning Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Oasis Wealth Planning Advisors registered with the SEC or a state?**
Oasis Wealth Planning Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 285474.

**How much does Oasis Wealth Planning Advisors manage?**
Oasis Wealth Planning Advisors reports $275,944,003 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (93% discretionary).

**How have Oasis Wealth Planning Advisors' assets and staff changed since 2024?**
In the Form ADV data for Oasis Wealth Planning Advisors: Regulatory assets under management: $254,358,828 in the October 2024 data and $275,944,003 in the October 2026 data, up 8%. Total employees: 12 in October 2024 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oasis Wealth Planning Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (137); individuals (other than high net worth individuals) (49).

**Which custodians does Oasis Wealth Planning Advisors use?**
Oasis Wealth Planning Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Oasis Wealth Planning Advisors report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.F (authorization as an attorney, accountant, or federal contractor revoked or suspended). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285474

**Does Oasis Wealth Planning Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated May 29, 2026 says: "There is no minimum net worth or asset level requirement; however, Oasis Planning may impose a minimum fee for services as described in Item 5 above."

**What changed in Oasis Wealth Planning Advisors' recent Form ADV filings?**
In the May 2026 filing data: Added an office in Alpharetta, GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 29, 2026)

- Account minimum: None

> There is no minimum net worth or asset level requirement; however, Oasis Planning may impose a minimum fee for services as described in Item 5 above.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $275,944,003
- Discretionary: $257,730,484
- Non-discretionary: $18,213,519

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $27,461,560 |
| High net worth individuals | 137 | $248,482,443 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, KY, MA, NC, PA, SC, TN, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.F: Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285474

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Alpharetta, GA
- Atlanta, GA
- Bowling Green, KY
- Charlotte, NC
- Greensville, SC
- Huntsville, AL
- Philadelphia, PA
- Pittsburgh, PA
- Tampa, FL

### Websites listed on Form ADV (Item 1.I)
- lawrencefinancialplanning.com
- oasiswealthatlanta.com
- oasiswealthplanning.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $254,358,828 | 12 | August 1, 2024 |
| October 2025 | $267,819,448 | 9 | June 11, 2025 |
| October 2026 | $275,944,003 | 12 | June 11, 2026 |

Regulatory assets under management: $254,358,828 in the October 2024 data and $275,944,003 in the October 2026 data, up 8%.
Total employees: 12 in October 2024 and 12 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Added an office in Alpharetta, GA.

### April 2026
- Employees performing advisory functions went from 5 to 7.
- Added an office in Atlanta, GA.
- Added an office in Bowling Green, KY.
- Added an office in Charlotte, NC.
- Added an office in Greensville, SC.
- Added an office in Huntsville, AL.
- Added an office in Philadelphia, PA.
- Added an office in Pittsburgh, PA.
- No longer lists an office in Greenville, SC.
- Registered or notice-filed in AL, KY, PA.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Employees performing advisory functions went from 6 to 5.
- No longer lists an office in Franklin, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oasis Wealth Planning Advisors (CRD 285474): Form ADV filing data as of October 2026.